NASDAQ$JBHT

J.B.Hunt Transport Services Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

J.B. Hunt's financial performance declined due to decreased revenue across all segments, driven by lower volume and customer rates.

J.B. Hunt reported a decrease in net earnings and diluted earnings per share for Q2 2023 compared to Q2 2022. Total operating revenue also decreased, primarily due to lower revenue per load in ICS, Intermodal, and Truckload, as well as a decline in productivity in Dedicated Capacity Solutions.

  • Net earnings decreased to $189.6 million, or $1.81 per diluted share, compared to $255.3 million, or $2.42 per diluted share, in Q2 2022.
  • Total operating revenue decreased by 18% to $3.13 billion compared to $3.84 billion in Q2 2022.
  • Operating income decreased by 23% to $270.7 million compared to $353.1 million in Q2 2022.
  • Intermodal volume decreased 7% and revenue per load decreased 13%.

Headline financials

Total Revenue

$3.13B

Previous: $3.84B-18.4%
EPS (adj)

$1.81

Previous: $2.42-25.2%
Intermodal Loads

0

Previous: 0.08-100.0%
Intermodal Revenue/Load

$0.00

Previous: $0.32-100.0%
Truckload Rev/Load

$0.00

Previous: $0.20-100.0%
Capital Expenditures

-$1.06B

Previous: -$668M-58.6%
Free Cash Flow

-$869M

Previous: -$412M-110.8%
Net Income

$190M

Previous: $255M-25.8%
Operating Income

$271M

Previous: $353M-23.3%
Gross Profit

-$265M

Previous: -$378M+29.9%
Cash & Equivalents

$296M

Previous: $124M+139.0%
Total Assets

$8.25B

Previous: $7.25B+13.7%
Stock-Based Comp

$20.6M

Previous: $20.4M+0.8%

Revenue & EPS history

J.B.Hunt · Revenue · Quarterly

$3.13B

Q2 2023-18.4%vs Q2 2022
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

J.B.Hunt · $3.13B total across 5 segments · Q2 2023

  • Intermodal
    $1.18B-26.3%
  • Dedicated Contract Services
    $847M-3.2%
  • Truckload
    $546M+94.3%
  • Integrated Capacity Solutions
    $354M-38.9%
  • Final Mile Services
    $203M-59.5%

Forward guidance

The company continues to expect their 2023 annual tax rate to be between 24.0% and 25.0%.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+0.8%

Avg return

Earnings day

+1.2%

Avg return

5 days after

+2.4%

Avg return

30 days after

61%

42 / 69 earnings

Positive

+22.1%

Q3 2025

Best reaction

-12.6%

Q3 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.2%+12.0%+17.0%
Q4 2025+3.1%+1.5%+7.4%
Q3 2025+22.1%+21.7%+17.3%
Q2 2025-0.7%-1.3%-4.5%
Q1 2025-7.7%-5.9%+9.6%
Q4 2024-7.6%-6.5%-8.9%
Q3 2024+2.7%+0.8%+5.2%
Q2 2024-3.4%-3.2%-1.4%
Q1 2024-9.2%-9.6%-8.4%
Q4 2023+3.7%+7.2%+10.4%
Q3 2023-9.2%-10.4%-9.2%
Q2 2023+6.5%+6.7%+3.6%
Q1 2023-1.0%-0.2%-2.6%
Q4 2022+4.8%+9.8%+6.8%
Q3 2022+1.3%-0.3%+8.2%
Q2 2022+3.0%+3.4%+14.1%
Q1 2022+1.1%-1.5%-5.3%
Q4 2021-0.7%-1.5%-7.0%
Q3 2021+7.9%+11.3%+13.7%
Q2 2021-0.4%+1.4%+5.0%
Q1 2021+1.8%-0.5%+4.3%
Q4 2020-1.0%-3.5%-3.0%
Q3 2020-12.6%-11.8%-8.9%
Q2 2020+5.0%+2.1%+5.3%
Q1 2020+6.2%+13.3%+4.0%
Q4 2019-3.3%-4.6%-8.1%
Q3 2019+5.5%+5.5%+6.7%
Q2 2019+5.2%+11.6%+4.9%
Q1 2019-6.0%-8.9%-10.4%
Q4 2018+9.4%+7.1%+17.2%
Q3 2018+4.2%+2.1%-3.7%
Q2 2018-0.2%-0.5%-0.4%
Q1 2018+5.7%+6.0%+11.0%
Q4 2017+2.5%+4.1%-0.1%
Q3 2017-6.2%-3.6%-6.0%
Q2 2017+0.2%-0.3%+5.9%
Q1 2017-0.2%+2.0%-6.3%
Q4 2016-3.6%-1.6%+3.1%
Q3 2016-1.3%-2.1%+14.1%
Q2 2016-5.2%-2.3%-3.4%
Q1 2016+3.5%
Q4 2015+3.8%
Q3 2015+3.0%
Q2 2015-1.4%
Q1 2015+4.5%
Q4 2014+1.2%
Q3 2014+3.3%
Q2 2014+5.5%
Q1 2014+4.1%
Q4 2013-3.8%
Q3 2013+0.8%
Q2 2013-0.3%
Q1 2013-3.8%
Q4 2012+6.5%
Q3 2012+6.9%
Q2 2012-6.7%
Q1 2012+2.8%
Q4 2011+1.2%
Q3 2011-2.6%
Q2 2011-0.3%
Q1 2010-1.9%
Q1 2011+0.9%
Q4 2010+2.0%
Q3 2010+0.4%
Q3 2009+0.4%
Q2 2010+1.5%
Q4 2008+1.5%
Q2 2009+1.5%
Q4 2009+1.5%

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